Plain English Finance Podcast Por Tré Bynoe CFP® CIM® arte de portada

Plain English Finance

Plain English Finance

De: Tré Bynoe CFP® CIM®
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The Plain English Finance podcast is hosted by Tré Bynoe CFP® CIM®, a financial planner with TCU Wealth Management and Aviso Wealth.


While Tré specializes in working with families with more complicated finances, typically involving corporations and trusts, this podcast is for anyone wanting to learn how to make high-quality decisions based on evidence, to give themselves the highest likelihood of financial success.


You should always consult with your financial, legal, and tax advisors before making changes.

This podcast is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell any securities.

The views expressed are those of the individual and are not necessarily those of Aviso Financial Inc.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.


© 2025 Plain English Finance
Episodios
  • About My Process

    About My Process
    Jun 6 2025

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    In the second episode of the Plain English Finance Podcast, host Tre Bynoe CFP CIM delves into his approach to financial planning, emphasizing the significant impact of decision-making over mere financial data. He explains how decision paralysis can affect investment choices and highlights the importance of a structured financial planning process. He outlines six key steps in working with a financial planner and shares his methodology on managing taxes, cash flow principles, investment strategies, and risk management. He also discusses the importance of selecting the right financial planner and addresses various financial concepts aimed at helping listeners achieve their financial goals.

    This episode serves as an insightful guide for those considering working with Tre Bynoe or seeking to understand effective financial planning strategies.

    00:00 Introduction to the Podcast
    00:23 Understanding Decision Paralysis
    02:53 The Role of a Financial Planner
    03:41 Steps in Financial Planning
    06:36 Key Financial Planning Areas
    12:48 Investment Strategies and Risk Management
    19:39 Conclusion and Next Steps
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    21 m
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